Other features

Action Slips
  • Virtually anything can be accomplished via Action Slips
  • Information/data is gathered via voice and submitted in an email to a specific department for processing
  • Examples:
    • –  Check reorders
    • –  Financial Counselor appointment
    • –  Open new accounts
    • –  CD renewal
    • –  Credit card activation
  • User-selectable date ranges
  • User-selectable run times (weekly, monthly, etc.)
  • Pre-defined and spreadsheet export
  • Call volume activity & statistics
Remote Access
  • Remote Access for updates, management, and troubleshooting
  • Security and access is controlled by Credit Union IT staff
  • Uses speech recognition
  • Thoroughly tested by many credit unions